IBM and Micron Technology have outperformed the market in 2025 due to AI-related advancements.

From Nasdaq: 2025-07-02 07:41:00

Investors are familiar with big names like Nvidia and Microsoft in the AI space, but IBM and Micron Technology are quietly making strides. Both companies are benefiting from the AI boom, with stocks outperforming the S&P 500 in 2025. Micron’s HBM4 memory chips are in high demand, driving its market share growth, while IBM’s consulting services are seeing increased orders for generative AI services.

Micron leads in AI-grade memory solutions with its HBM4 chips, outperforming Samsung and SK Hynix. The company’s stock has surged 47% in 2025, with sales limited by production capacity. Micron’s heavy investments in chip-factory upgrades position it for long-term growth in the AI market.

IBM’s focus on AI, cloud computing, and consulting services has paid off, with a $6 billion order book for generative AI services. The company’s stock has gained 33% in 2025, driven by consulting services in the AI market. IBM’s expertise in technology support sets it apart from other tech giants, offering a unique advantage for businesses.

International Business Machines (IBM) has seen a 33% stock gain in 2025, driven by consulting services in the AI market. While IBM wasn’t on the Motley Fool’s list of top 10 stocks to buy, its focus on AI, cloud computing, and consulting services has positioned it for growth. The company’s technical expertise and consulting services offer a competitive edge in the AI market.



Read more at Nasdaq: These Artificial Intelligence (AI) Stocks Have Quietly Outperformed the Market All Year